Surveyor Capital

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Surveyor Capital Employees

Employee
Years
Job
Industry
Steven Kim Steven Kim Dallas, Texas Details
Steven Kim's Surveyor Capital Experience April 2014 - Present
Job Internet and Infrastructure equities, Surveyor Capital
Industry Investment Management
Experience
Surveyor Capital   April 2014 - Present
Google  November 2013 - April 2014
Angel Island Partners   January 2013 - September 2013
Lamond Capital Partners   March 2012 - December 2012
Criterion Capital Management  August 2010 - February 2012
FTV Capital  November 2008 - May 2010
Bain & Co.   September 2006 - October 2008
USBX Advisory Services   May 2005 - August 2005
Merrill Lynch  May 2004 - August 2004

Skills
Financial Technology, Digital Media, Enterprise Software, Infrastructure, Equities, Valuation, Financial Modeling, Mergers, Private Equity

Education
Claremont McKenna College   2002 — 2006
Bachelor of Arts, Economics

Albuquerque Academy   1998 — 2002

Michael Tierney Michael Tierney Dallas, Texas Details
Michael Tierney's Surveyor Capital Experience 2015 - Present
Job Portfolio Manager at Surveyor Capital
Industry Financial Services
Experience
Surveyor Capital   2015 - Present
Cavalry Management Group, Asia   2010 - 2013
Cavalry Asset Management  2004 - 2010
Andor Capital Management  2002 - 2004
Bowman Capital  1999 - 2002
IDT  1998 - 1999
Applied Materials  1996 - 1998
US Navy  1989 - 1994

Skills
Hedge Funds, Equities, Investments, Private Equity, Financial Modeling, Alternative Investments, Equity Research, Valuation, Asset Management, Portfolio Management, Venture Capital, Mergers & Acquisitions, Due Diligence, Corporate Development, Emerging Markets, Bloomberg, Start-ups, Financial Analysis, Strategic Planning, Capital Markets

Education
University of Virginia   1994 — 1996
Master of Business Administration (MBA)

Northwestern University   1985 — 1989
Bachelor of Arts (B.A.), Economics

John Richardson John Richardson New York, New York Details
John Richardson's Surveyor Capital Experience July 2012 - April 2014
Job Vice President at Metalmark Capital
Industry Financial Services
Experience
Metalmark Capital  April 2014 - Present
Surveyor Capital   July 2012 - April 2014
Harvard Business School  August 2010 - August 2012
Cressey & Co  August 2008 - August 2010
Merrill Lynch  July 2006 - August 2008

Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, Corporate Finance, Venture Capital, LBO, Equity Research, Financial Analysis, Investments, DCF, Bloomberg, Equities, Mergers, Emerging Markets, Corporate Development, Capital Markets, Business Strategy, Mergers & Acquisitions, Hedge Funds, Equity Valuation, Portfolio Management, Business Valuation, M&A experience, Asset Management

Education
Harvard Business School   2010 — 2012
Master of Business Administration (MBA)

Vanderbilt University   2002 — 2006
Bachelor of Engineering (BE), Biomedical Engineering, Economics

Jamie Heard, CFA Jamie Heard, CFA New York, New York Details
Jamie Heard, CFA's Surveyor Capital Experience January 2015 - Present
Job Energy Associate at Surveyor Capital
Industry Capital Markets
Experience
Surveyor Capital   January 2015 - Present
The Fund @ Sprott   May 2010 - Present
BMO Capital Markets  April 2013 - January 2015
Barclays  June 2011 - April 2013
Banff Sport Medicine Research Group   July 2010 - July 2010
Carleton University  May 2010 - July 2010
Owl Rafting   May 2005 - June 2010
The Fund @ Sprott   September 2008 - May 2010
Bridgewater Systems  May 2009 - August 2009

Skills
Financial Modeling, Financial Analysis, Valuation, Leadership, Capital Markets, Bloomberg Terminal, DCF, Equity Capital Markets, Quantitative Analytics, Corporate Finance, Economics, Investments, Bloomberg, Equity Research, Market Research, Mutual Funds, Risk Assessment, Investment Banking, Research, Banking, Derivatives, Fixed Income

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2010 — 2011
Master of Science in Business Administration, Finance, 3.88

Carleton University   2006 — 2010
BCOM, Finance, Economics

Jeremy Bryan, CFA Jeremy Bryan, CFA Greater Minneapolis-St. Paul Area Details
Jeremy Bryan, CFA's Surveyor Capital Experience January 2010 - July 2011
Job Equity Portfolio Manager at Alerus Financial
Industry Financial Services
Experience
Alerus Financial  October 2011 - Present
Surveyor Capital   January 2010 - July 2011
Jeffrey Slocum & Associates   September 2009 - December 2009
Deephaven Capital Management  June 2004 - March 2009

Skills
Equity Valuation, Financial Modeling, Forecasting, Quantitative Research, Equity Research, Equities, Hedge Funds, Bloomberg, Portfolio Management, Asset Managment, Investments, Valuation, Alternative Investments, Financial Analysis, Asset Allocation, Investment Strategies, Investment Management, Capital Markets, Chartered Financial..., Derivatives, Due Diligence

Education
St. Cloud State University
Bachelors, Finance

University of Saint Thomas - School of Business
MBA, Emphasis in Finance

Teena Bhatia Teena Bhatia San Francisco Bay Area Details
Teena Bhatia's Surveyor Capital Experience January 2011 - May 2011
Job Student at Santa Clara University
Industry Financial Services
Experience
Santa Clara University  September 2013 - Present
Growth Capital Services, member FINRA, SIPC   August 2013 - August 2014
KMT orgnaziation   August 2011 - June 2012
Surveyor Capital   January 2011 - May 2011
Citadel Securities  September 2010 - January 2011
Tata Consultancy Services  June 2008 - March 2009
Jefferies & Company  June 2007 - April 2008
Promethean Investments LLP   June 2006 - May 2007

Skills
Equities, Market Research, Bloomberg, Equity Research, Banking, Trading, Capital Markets, Business Analysis, Financial Modeling, CRM, Financial Services, Portfolio Management, Due Diligence, Securities, Investment Banking, Valuation, Cross-functional Team..., Finance, Management, Microsoft Excel, Microsoft Office, Financial Analysis

Education
Santa Clara University - Leavey School of Business   2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, Finance

Hunter College   2002 — 2006
Bachelor of Science (B.S.), Economics and Political Science

Clark Lampen Clark Lampen Greater New York City Area Details
Clark Lampen's Surveyor Capital Experience September 2013 - November 2014
Job Investment Analyst
Industry Investment Management
Experience
Columbus Circle Investors  April 2015 - Present
Surveyor Capital   September 2013 - November 2014
Lazard Capital Markets  May 2009 - September 2013
Lazard Freres & Co.   May 2008 - August 2008

Skills
Financial Modeling, Series 7, Series 63, Series 86, Series 87, Valuation, Equity Research, Bloomberg, Equities, Hedge Funds, Investment Banking, Capital Markets, Corporate Finance, Financial Analysis, Investments

Education
Lehigh University - College of Business and Economics   2007 — 2009
BS, Finance

Lehigh University   2004 — 2008
BA, English, Journalism

Rutgers Preparatory School   2000 — 2004
High School

Andrew Hu Andrew Hu Greater New York City Area Details
Andrew Hu's Surveyor Capital Experience October 2013 - Present
Job Analyst at Surveyor Capital
Industry Investment Management
Experience
Surveyor Capital   October 2013 - Present
Barclays Capital  June 2012 - September 2013
Cornell Daily Sun  September 2009 - May 2012
Barclays Capital  May 2011 - August 2011

Skills
Mandarin, Spanish

Education
Cornell University
Bachelor of Science, Industrial and Labor Relations

Syosset High School

Sampath Jinadasa Sampath Jinadasa Menlo Park, California Details
Sampath Jinadasa's Surveyor Capital Experience April 2013 - Present
Job Analyst at Surveyor Capital
Industry Venture Capital & Private Equity
Experience
Surveyor Capital   April 2013 - Present
Silver Lake Partners  July 2011 - April 2013
Credit Suisse  July 2009 - August 2011
Credit Suisse  June 2008 - August 2008

Education
Stanford University   2008 — 2009
MS, Statistics

Stanford University   2004 — 2008
BA, Philosophy and International Relations

Lina Fan, PhD Lina Fan, PhD Greater New York City Area Details
Lina Fan, PhD's Surveyor Capital Experience December 2014 - Present
Job Analyst at Surveyor Capital
Industry Investment Management
Experience
Surveyor Capital   December 2014 - Present
CFRA Research  January 2012 - December 2014
Long/Short Equity Healthcare Hedge Fund   March 2011 - October 2011
Rosetta Consulting Practice @ Rosetta   June 2010 - March 2011

Education
Columbia University in the City of New York   2004 — 2010
PhD, Molecular Medicine & Pathology

University of St. Andrews   2000 — 2004
BSc with First-class Honours, Biology

Shanghai High School

Jim Regan Jim Regan Greater Boston Area Details
Jim Regan's Surveyor Capital Experience February 2013 - Present
Job TMT Analyst at Surveyor Capital (Citadel LLC)
Industry Investment Management
Experience
Surveyor Capital   February 2013 - Present
Goldman Sachs  July 2011 - January 2013
JRR Enterprises LLC.   July 2008 - June 2011
Centre County Report  January 2010 - May 2011
Nittany Lion Fund LLC.  August 2007 - January 2011
Goldman Sachs  May 2010 - August 2010
Bullish Bankers LLC   July 2008 - January 2010
PNC Financial Services Group  May 2009 - August 2009

Skills
Investment Banking, Blogging, Entrepreneurship, Financial Analysis, Valuation, Financial Modeling, Equities

Education
Penn State University   2007 — 2011
BS, Finance

Gonzaga College H.S.   2003 — 2007

Duo Li, CFA Duo Li, CFA New York, New York Details
Duo Li, CFA's Surveyor Capital Experience 2014 - Present
Job Research Analyst at Surveyor Capital
Industry Financial Services
Experience
Surveyor Capital   2014 - Present
Morgan Stanley  2013 - 2014
Investment Technology Group, Inc.   2011 - 2013
Bloomberg  2010 - 2010

Skills
Equities, Equity Research, Fundamental Research, Financial Modeling, Financial Analysis, Valuation, Hedge Funds, Fixed Income, Derivatives, Capital Markets, Investment Banking

Education
Columbia University in the City of New York   2009 — 2011
M.S, Electrical Engineering

University of Melbourne   2004 — 2008
B.S, Electrical Engineering

Sameer Uplenchwar Sameer Uplenchwar Houston, Texas Details
Sameer Uplenchwar's Surveyor Capital Experience May 2011 - June 2012
Job Managing Director at GMP Securities
Industry Financial Services
Experience
GMP Securities  January 2015 - Present
Global Hunter Securities  January 2013 - December 2014
Surveyor Capital   May 2011 - June 2012
Morgan Stanley  August 2010 - April 2011
Morgan Stanley, New York   June 2007 - August 2010
KPMG LLP  2006 - 2007
LaSalle (ABN AMRO) Bank   November 2005 - October 2006
LaSalle Bank N.A.   2005 - 2006
Andy Frain Services  July 2002 - December 2005

Skills
Mergers, Assurance, Accounting, Audit, Hedge Funds, Asset Management, Bloomberg, Business Valuation, Auditing, Capital Markets, Valuation, Mergers & Acquisitions, Investment Banking

Education
Illinois Certified Public Accountants   2004 — 2006
CPA, Accounting and Audit

Illinois State University   2004 — 2005
MBA, Accounting

Indiana University Bloomington   2002 — 2004
Masters in Political Science (Anticipated), Public policy

University of Pune   2000 — 2002
Masters in Economics, Economics and Finance

University of Pune   1995 — 2000
Bachelor of Commerce, Business

St Vincents High School   1985 — 1995

Patrick Finn, CFA Patrick Finn, CFA Greater Boston Area Details
Patrick Finn, CFA's Surveyor Capital Experience June 2011 - Present
Job
Industry Investment Management
Experience
Surveyor Capital   June 2011 - Present
Sirios Capital Management  August 2009 - May 2011
Merrill Lynch  June 2006 - August 2009

Education
University of Iowa   2000 — 2004
Bachelor of Arts (B.A.)

Charley Lu Charley Lu New York, New York Details
Charley Lu's Surveyor Capital Experience June 2013 - November 2014
Job Analyst at SeaStone Capital
Industry Financial Services
Experience
SeaStone Capital   April 2015 - Present
Surveyor Capital   June 2013 - November 2014
Court Square Capital  August 2011 - May 2013
Credit Suisse  July 2009 - July 2011
Microsoft  June 2007 - August 2007

Skills
Investment Banking, Due Diligence, Financial Modeling, Finance, Private Equity, Valuation, LBO, Equities, Capital Markets, Corporate Finance, Bloomberg

Education
University of Pennsylvania - The Wharton School   2005 — 2009

Deerfield Academy   2001 — 2005

Applewild

Applewild

Hollis Elementary

Hollis Elementary

Niels Peetz-Larsen Niels Peetz-Larsen Greater Boston Area Details
Niels Peetz-Larsen's Surveyor Capital Experience May 2014 - Present
Job at
Industry Financial Services
Experience
Surveyor Capital   May 2014 - Present
Highfields Capital Management   July 2007 - January 2014
JW Childs   2002 - 2006

Education
University of Pennsylvania - The Wharton School   2005 — 2007
MBA, Finance, Accounting

Duke University   1996 — 2000
BS, Economics, Computer Science

Dan Stanzler Dan Stanzler Greater Boston Area Details
Dan Stanzler's Surveyor Capital Experience June 2011 - Present
Job PM at Surveyor Capital
Industry Financial Services
Experience
Surveyor Capital   June 2011 - Present
North Bay Capital   September 2008 - May 2011
Deustche Bank  April 2005 - September 2008
3 Notch Capital   January 2002 - March 2005
Thomas Weisel Partners  January 1999 - May 2001
Smith Barney  1996 - 1999

Education
Columbia University - Columbia Business School   2003 — 2005

Brown University   1992 — 1996

Steve Yoo Steve Yoo Greater New York City Area Details
Steve Yoo's Surveyor Capital Experience 2014 - Present
Job Analyst at Surveyor Capital
Industry Financial Services
Experience
Surveyor Capital   2014 - Present
Amgen  2013 - 2014
Leerink Swann  2008 - 2012
UBS  2007 - 2008
Sanford C. Bernstein  October 2005 - March 2007

Education
Massachusetts Institute of Technology
BS, Biology

Jon Tower, CFA Jon Tower, CFA Greater Boston Area Details
Jon Tower, CFA's Surveyor Capital Experience April 2012 - Present
Job Analyst at Surveyor Capital
Industry Financial Services
Experience
Surveyor Capital   April 2012 - Present
Morgan Stanley  January 2008 - April 2012
CIBC World Markets  April 2005 - 2008
Bear Stearns  July 2001 - April 2005

Skills
Hedge Funds, Valuation, Equity Research, Equities, Asset Managment, Investments, Bloomberg, Financial Modeling, Capital Markets, Financial Analysis, Portfolio Management, Equity Valuation

Education
Union College   1997 — 2001
BS, Biochemistry

Aaron D. Teitelbaum, CFA Aaron D. Teitelbaum, CFA New York, New York Details
Aaron D. Teitelbaum, CFA's Surveyor Capital Experience July 2011 - August 2013
Job Analyst at Junto Capital
Industry Financial Services
Experience
Junto Capital   September 2013 - Present
Surveyor Capital   July 2011 - August 2013
KBW  August 2007 - April 2012
KBW Inc.   August 2007 - March 2010
Merrill Lynch  June 2006 - September 2006

Education
Dartmouth College   2003 — 2007
BA, Engineering Sciences, Economics

NBTHS   1999 — 2003

Claire Ross Claire Ross Greater New York City Area Details
Claire Ross's Surveyor Capital Experience March 2011 - May 2014
Job Consumer Analyst at TIAACREF
Industry Investment Management
Experience
TIAA-CREF  July 2014 - Present
Surveyor Capital   March 2011 - May 2014

Education
University of Pennsylvania - The Wharton School   2004 — 2006
Master of Business Administration (MBA), Finance, General

Harvard College
Bachelor of Arts (B.A.), English Language and Literature, General

Paul Fetch, CFA Paul Fetch, CFA Greater New York City Area Details
Paul Fetch, CFA's Surveyor Capital Experience September 2014 - Present
Job Analyst at Surveyor Capital
Industry Financial Services
Experience
Surveyor Capital   September 2014 - Present
Indego Africa  February 2011 - September 2014
Chilton Investment Company  March 2010 - June 2014
Merrill Lynch  August 2009 - March 2010
Merrill Lynch  August 2006 - August 2009

Education
Georgetown University   2002 — 2006
Bachelor of Science (BS), Finance, History minor

Corey Horsch Corey Horsch Dallas/Fort Worth Area Details
Corey Horsch's Surveyor Capital Experience May 2011 - Present
Job Portfolio Manager at Surveyor Capital
Industry Financial Services
Experience
Surveyor Capital   May 2011 - Present
Luther King Capital Management  May 2006 - April 2011
Credit Suisse  June 2000 - April 2006

Skills
Financial Modeling, Valuation, Portfolio Management, Investments, Financial Analysis, Equities, Hedge Funds, Capital Markets, Asset Management, Equity Research

Education
The University of Texas at Austin - Red McCombs School of Business   2006 — 2008
MBA, Business

Texas Christian University   1996 — 2000
BA, BBA, Political Science, Finance

Greg Buckley Greg Buckley Greater Boston Area Details
Greg Buckley's Surveyor Capital Experience October 2010 - August 2012
Job Senior Equity Analyst
Industry Oil & Energy
Experience
Adams Funds   September 2013 - Present
Surveyor Capital   October 2010 - August 2012
Pioneer Investments  January 2007 - September 2010
Derby Capital   November 2001 - December 2006
Federated Investors  1999 - 2000
East Coast Capital  1996 - 1997
The New England  1992 - 1995

Skills
Equities, Equity Research, Portfolio Management, Asset Managment, Investments, Hedge Funds, Financial Analysis, Financial Modeling, Forecasting, Scenario Analysis, Energy

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1997 — 1999
MBA, Finance/Investments

Villanova University   1988 — 1992
Bachelor of Science, Business Administration

Rob Sea Rob Sea Dallas/Fort Worth Area Details
Rob Sea's Surveyor Capital Experience March 2014 - Present
Job Surveyor Capital
Industry Investment Management
Experience
Surveyor Capital   March 2014 - Present
Peregrine Investments  April 2012 - March 2014
Carlson Capital, L.P.   August 2010 - April 2012
Citi  July 2007 - July 2010
Citi  June 2006 - August 2006

Education
Texas A&M University - Mays Business School   2005 — 2006
MS, Finance

Texas A&M University   2000 — 2005
BS, Biomedical Engineering / Mathematics

Heath Bogin Heath Bogin Greater New York City Area Details
Heath Bogin's Surveyor Capital Experience May 2011 - Present
Job
Industry Investment Management
Experience
Surveyor Capital   May 2011 - Present
W.P. Stewart   May 2010 - May 2011
AllianceBernstein  December 2001 - November 2009
Arthur Andersen  September 1999 - May 2001

Skills
Investments, Financial Analysis, Business Analysis, Business Strategy, Financial Modeling, Equity Valuation, Stock Picking, Market Neutral, Angel Investing, Growth Capital, Market Research, Quantitative Analysis

Education
Emory University - Goizueta Business School   1995 — 1999
BA, Accounting

Jack Woodruff Jack Woodruff Greater New York City Area Details
Jack Woodruff's Surveyor Capital Experience March 2010 - Present
Job Portfolio Manager at Surveyor Capital
Industry Capital Markets
Experience
Surveyor Capital   March 2010 - Present
Sigma Capital  December 2006 - February 2010
Trivium Captial Management LLC   2003 - 2006
Ernst & Young  1996 - 2002

Skills
Equity Research, Hedge Funds, Valuation, Financial Modeling, Equities, Asset Managment, Financial Analysis, Investments, Portfolio Management, Bloomberg, Capital Markets, Corporate Finance, Mergers, Equity Valuation, Stock Picking, Forecasting, Private Equity, Due Diligence, Derivatives

Education
New York University - Leonard N. Stern School of Business   2002 — 2004
MBA, Business

University of Southern California   1992 — 1996
Bachelor of Science (BS), Accounting

Stacy Durbin Nieuwoudt Stacy Durbin Nieuwoudt San Francisco Bay Area Details
Stacy Durbin Nieuwoudt's Surveyor Capital Experience September 2010 - Present
Job Energy Equities Analyst at Surveyor Capital
Industry Capital Markets
Experience
Surveyor Capital   September 2010 - Present
Crosslink Capital  September 2008 - June 2010
Tudor Pickering Holt   February 2005 - September 2008
EnCap Investments  2004 - 2005
Simmons & Company International  2002 - 2004

Skills
Private Equity, Valuation, Energy, Petroleum, Fixed Income, Equity Research, Energy Industry, Financial Modeling, Investment Banking, Equities, Portfolio Management, Hedge Funds, Alternative Investments, Financial Analysis, Due Diligence, Bloomberg

Education
Rice University   1998 — 2002

Pomfret School   1994 — 1998
High School

Steve Bakke Steve Bakke New York, New York Details
Steve Bakke's Surveyor Capital Experience April 2014 - Present
Job Analyst, Surveyor Capital
Industry Financial Services
Experience
Surveyor Capital   April 2014 - Present
Tristan Capital Partners   November 2012 - September 2013
Morgan Stanley  April 2011 - November 2012
Green Street Advisors  June 2009 - April 2011
Silver Portal Capital  January 2008 - January 2009

Education
Cornell University   2003 — 2007
B.S., Operations Research and Information Engineering

Cornell University   2003 — 2007
BS, Operations Research

Andy McCullough, CFA Andy McCullough, CFA Greater New York City Area Details
Andy McCullough, CFA's Surveyor Capital Experience June 2015 - Present
Job Technology Analyst at Surveyor Capital
Industry Investment Management
Experience
Surveyor Capital   June 2015 - Present
Prospector Partners, LLC   May 2008 - April 2015
Jefferies LLC  December 2006 - January 2008
Credit Suisse  July 1999 - October 2006
Federal Reserve Bank of New York  July 1998 - June 1999

Skills
Equity Research, Investments, Information Technology, Equity Valuation, Competitive Analysis, Investment Banking, Alternative Investments, Hedge Funds, Capital Markets, Valuation, Equities, Bloomberg, Series 7

Education
Colby College   1994 — 1998
Bachelor of Arts (BA), Economics

Erick Garcia Erick Garcia Greater Boston Area Details
Erick Garcia's Surveyor Capital Experience November 2010 - Present
Job Media/Internet Analyst at Surveyor Capital
Industry Financial Services
Experience
Surveyor Capital   November 2010 - Present
Stonehorse Capital   2009 - 2010

Skills
Microsoft Excel, Microsoft Office, Financial Modeling, PowerPoint, Microsoft Word, Financial Analysis, Valuation, Customer Service, Investments, Corporate Finance, Private Equity, Teamwork, Research, Marketing

Education
Harvard Business School   2008 — 2010

Texas A&M University   1995 — 1999
Bachelor of Business Administration (BBA), Finance, General

Ian Foley, CFA Ian Foley, CFA Greater New York City Area Details
Ian Foley, CFA's Surveyor Capital Experience August 2013 - February 2015
Job Financials Investor
Industry Investment Banking
Experience
Surveyor Capital   August 2013 - February 2015
Jefferies & Company  August 2010 - August 2013
Banc of America Securities  July 2007 - August 2010

Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Capital Markets, Hedge Funds, FIG, Regional Banks, Credit Cards, Equity Research

Education
University of Pennsylvania - The Wharton School   2003 — 2007
BS, Economics

Patrick McKeigue, CFA Patrick McKeigue, CFA Greater Boston Area Details
Patrick McKeigue, CFA's Surveyor Capital Experience July 2011 - Present
Job Analyst at Surveyor Capital
Industry Investment Management
Experience
Surveyor Capital   July 2011 - Present
Rockland Trust  2009 - July 2011
Independence Investments  2000 - July 2009
Dreyfus  1997 - 2000
Reebok  1992 - 1997

Education
Boston College   1994 — 1997
MBA

Trinity College-Hartford   1988 — 1992
B.A., Economics

Boston Latin School
High School

James McGrath James McGrath Greater New York City Area Details
James McGrath's Surveyor Capital Experience May 2014 - Present
Job Financial Analyst at Surveyor Capital
Industry Financial Services
Experience
Surveyor Capital   May 2014 - Present
Cadian Capital Management, LLC   May 2009 - January 2014
Citigroup  July 2008 - May 2009

Education
Rutgers University-New Brunswick   2004 — 2008
Bachelors, Finance, Math

Dimitry Dayen Dimitry Dayen Greater New York City Area Details
Dimitry Dayen's Surveyor Capital Experience October 2011 - April 2014
Job Clearbridge Investments
Industry Investment Management
Experience
ClearBridge Investments  June 2014 - Present
Surveyor Capital   October 2011 - April 2014
Goldman Sachs  October 2006 - October 2011
Merrill Lynch  June 2005 - October 2006

Education
New York University   2001 — 2005
BA, Economics

Taimur Hassan Taimur Hassan Philadelphia, Pennsylvania Details
Taimur Hassan's Surveyor Capital Experience June 2015 - Present
Job 2016 Wharton MBA Candidate
Industry Financial Services
Experience
Surveyor Capital   June 2015 - Present
Long Ridge Equity Partners   January 2014 - July 2014
Arbor Woods Healthcare   April 2013 - December 2013
McKinsey & Company  June 2011 - April 2013
Moelis & Company  June 2010 - August 2010

Education
University of Pennsylvania - The Wharton School   2014 — 2016
Master of Business Administration (M.B.A.)

University of Michigan - Stephen M. Ross School of Business   2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance

Christopher Brigham, CFA Christopher Brigham, CFA Boston, Massachusetts Details
Christopher Brigham, CFA's Surveyor Capital Experience February 2011 - Present
Job Equity Analyst at Surveyor Capital
Industry Investment Management
Experience
Surveyor Capital   February 2011 - Present
Loomis Sayles  November 2007 - March 2011
Bain Capital  March 2006 - November 2007
U.S. Peace Corps   September 2003 - November 2005

Skills
Equity Research, Equities, Financial Modeling, Valuation, Hedge Funds, Bloomberg, Investments, Portfolio Management, Equity Valuation, Chartered Financial..., Alternative Investments, Financial Analysis, DCF, Investment Management

Education
Michigan State University   1999 — 2003
Bachelor of Arts, Finance

Soren Gandrud Soren Gandrud United States Details
Soren Gandrud's Surveyor Capital Experience July 2011 - February 2014
Job Portfolio Manager at Surveyor Capital (Citadel)
Industry
Experience
Surveyor Capital (Citadel)   February 2014 - Present
Surveyor Capital   July 2011 - February 2014
HealthCor Management  March 2008 - July 2011
Deutsche Bank  October 2005 - March 2008

Skills
Valuation, Private Equity, Portfolio Management, Capital Markets, Due Diligence, Equities, Financial Analysis, Financial Modeling, Equity Research, Hedge Funds, Investment Banking, Investments, Mergers, Venture Capital, Bloomberg

Education
The Johns Hopkins University

Timothy Buckley Timothy Buckley Greater Boston Area Details
Timothy Buckley's Surveyor Capital Experience June 2014 - December 2014
Job Equity Analyst
Industry Investment Management
Experience
LMCG Investments  December 2014 - Present
Surveyor Capital   June 2014 - December 2014
Ty View Capital, LLC   March 2013 - September 2013
Saddle Ridge Capital   September 2012 - March 2013
Evercore Asset Management   February 2009 - December 2011
AG Asset Management  May 2006 - January 2009
ForstmannLeff  May 2004 - April 2006
Schroder Investment Management North America, Inc.   September 1998 - May 2004
State Street Research and Management  August 1996 - September 1998
FDIC  July 1989 - July 1994

Skills
Portfolio Management, Investments, Asset Management, Equities, Alternative Investments, Asset Managment, Bloomberg, Bonds, Capital Markets, Credit, Economics, Finance, Financial Modeling, Hedge Funds, Valuation, Mutual Funds, Management, Insurance, Fixed Income

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1994 — 1996
MBA, Management

Boston College - Carroll School of Management   1985 — 1989
BS, Finance and Economics, Magna Cum Laude

Adam Wolfman Adam Wolfman Greater New York City Area Details
Adam Wolfman's Surveyor Capital Experience May 2014 - Present
Job Portfolio Manager at Surveyor Capital
Industry Financial Services
Experience
Surveyor Capital   May 2014 - Present
Asian Century Quest Capital   2005 - 2014
Maverick Capital  July 2003 - October 2004
Lehman Brothers  1999 - 2003

Skills
Hedge Funds, Equities, Alternative Investments, Capital Markets, Bloomberg, Valuation, Financial Modeling, Equity Research, Asset Managment

Education
Princeton University   1995 — 1999
A.B., Politics, cum laude

Rob Salisbury, CFA Rob Salisbury, CFA Greater New York City Area Details
Rob Salisbury, CFA's Surveyor Capital Experience June 2014 - Present
Job Surveyor Capital
Industry Investment Management
Experience
Surveyor Capital   June 2014 - Present
V3 Capital Management, LP   May 2011 - May 2014
UBS Investment Bank  2009 - May 2011
Bank of America Merrill Lynch  2008 - 2009
Citigroup  2005 - 2008

Skills
Real Estate, Investments, Valuation, Financial Modeling, Private Equity, Hedge Funds, Equities, Capital Markets, Bloomberg, Securities, Portfolio Management

Education
Duke University   2000 — 2004
BA, Philosophy

Bryan Wren Bryan Wren Greater New York City Area Details
Bryan Wren's Surveyor Capital Experience October 2014 - Present
Job Associate at Surveyor Capital
Industry Investment Management
Experience
Surveyor Capital   October 2014 - Present
Independence Capital Asset Partners   July 2007 - October 2014

Skills
Valuation, Financial Modeling, Bloomberg, Equities, Hedge Funds, Equity Research, Private Equity, Fixed Income, Investments, Investment Banking, Equity Valuation, Capital Markets, Portfolio Management, Alternative Investments, Financial Analysis, Asset Management, Corporate Finance, Derivatives, Due Diligence, Asset Allocation, Mutual Funds, Options

Education
University of Colorado at Boulder   2003 — 2007
Bachelor of Science (B.S.), Applied Mathematics

University of Canterbury

Michael Bolte Michael Bolte New York, New York Details
Michael Bolte's Surveyor Capital Experience 2012 - Present
Job Power and Utilities Analyst at Surveyor Capital
Industry Investment Management
Experience
Surveyor Capital   2012 - Present
Wells Fargo Securities  2009 - 2012
Wells Fargo Securities  2006 - 2009
Entergy  2004 - 2006
Entergy  2002 - 2004
Entergy  2000 - 2002
California Public Utilities Commission  June 1999 - August 1999
NatWest Markets  1995 - 1998

Skills
Equity Research, Financial Analysis, Financial Modeling, Investor Relations, Strategic Financial..., Utilities, Power, Series 7, Series 63, Series 86, Series 87, Bloomberg, ThomsonOne, SNL, PowerPoint

Education
The University of Texas at Austin - The Red McCombs School of Business   1998 — 2000
Master of Business Administration (MBA), Finance

Duke University   1990 — 1994
Bachelor of Arts (B.A.), Economics

Garden City High School

Neville Irani Neville Irani New York, New York Details
Neville Irani's Surveyor Capital Experience January 2011 - January 2013
Job Analyst
Industry Financial Services
Experience
Surveyor Capital   January 2011 - January 2013
UBS Investment Bank  September 2009 - December 2010

Education
Harvard University   2005 — 2009
Bachelor of Arts (B.A.), Economics

R. Todd Fischer R. Todd Fischer New York, New York Details
R. Todd Fischer's Surveyor Capital Experience June 2011 - December 2013
Job Head Trader at Aravt Global
Industry Financial Services
Experience
Aravt Global   January 2014 - Present
Surveyor Capital   June 2011 - December 2013

Education
Massachusetts Institute of Technology - Sloan School of Management   1998 — 2000
Master of Business Administration (MBA), Financial Engineering

Boston College   1987 — 1991
Bachelor of Arts (B.A.), Mathematics

Justin Kwong Justin Kwong New York, New York Details
Justin Kwong's Surveyor Capital Experience June 2012 - Present
Job Senior Analyst at Surveyor Capital (Citadel LLC)
Industry Financial Services
Experience
Surveyor Capital   June 2012 - Present
Citadel LLC  May 2011 - May 2012
Morgan Stanley  June 2006 - May 2011
McKinsey & Company  May 2004 - June 2006

Skills
Equity Valuation, Equity Research, Investment Valuation, Company Valuation, Valuation Modeling, Credit Analysis, Hedge Funds, Valuation, Modeling, Fundamental Analysis, Finance, Bloomberg, FactSet, SNL, Equities, Fixed Income, Financial Modeling

Education
New York University   1999 — 2003
Bachelor of Science (BS), Finance & Information Systems